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Client Hub

Verified

All-in-one practice management & client portal for accounting firms with AI tools.

0.0(0 reviews)
30.5K / mo
Added Dec 25 2023
Client Hub screenshot 1
Free Trial
API Access
Mobile App
Browser Extension
Freemium

About Client Hub

Client Hub is an all-in-one practice management solution and client portal software designed for modern accounting firms. It streamlines workflows, secures client communication, and offers AI-powered tools. It is built for bookkeeping and outsourced accounting firms, aiming to get client answers 80% faster. Features include AI Magic Search, auto-draft email replies, auto-generate task details, deep QuickBooks and Xero integration, workflow management, client tasks, email management, and a mobile app.

Key Features of Client Hub

  • Client Portal
  • Workflow Management
  • AI-Powered Tools
  • QuickBooks and Xero Integration
  • Email Management
  • Document Management
  • Client Tasks
  • Mobile App

Use Cases for Client Hub

  • Streamlining client communication
  • Managing workflows and tasks
  • Automating email responses
  • Securing file sharing with clients
  • Improving data quality with QuickBooks and Xero integration
  • Gaining a bird's-eye view of firm operations

Frequently Asked Questions

Client Hub Website Traffic Analysis

Visit Over Time

Monthly Visits30.5K
Avg. Visit Duration03:49
Page per Visit3.78
Bounce Rate35.60%

Estimated Monthly Visits

Geography

Top 5 Regions

United States of America flagUnited States of America
91.50%
Canada flagCanada
2.64%
India flagIndia
1.51%
Philippines flagPhilippines
1.42%
United Kingdom of Great Britain and Northern Ireland flagUnited Kingdom of Great Britain and Northern Ireland
1.14%

Traffic Sources

Mail
0.07%
Direct
76.10%
Search
17.77%
Social
0.68%
Referrals
4.93%
Paid Referrals
0.42%

Worldwide Desktop Only

Top Keywords

KeywordTrafficCost Per Click
clienthub180
cleint hub110
clienthib60
tell me every clinet60
client bookkeeping solutions501.64

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Pricing

PREMIUM (Annual Billing)$69 per user per month
PREMIUM (Monthly Billing)$79 per user per month

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